Latest Institutional Transactions on Duke Energy Corp (DUK)
This table provides information on the latest institutional transactions involving Duke Energy Corp (DUK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2020
Q3 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-4.26KClosed |
$337K - $377K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Shayne & Co., LLC
|
BUY
|
- |
2.5KNew |
$198K - $221K
|
2.5K
$294K
|
|
Nov 06, 2020
Q3 2020
|
Fusion Capital, LLC
|
SELL
|
- |
-2.98KClosed |
$236K - $264K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.87KClosed |
$386K - $432K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Ims Capital Management
|
SELL
|
- |
-2.65KClosed |
$210K - $235K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Sageworth Trust CO
|
SELL
|
- |
-1Closed |
$79.2 - $88.6
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-7.48KClosed |
$593K - $663K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Versor Investments LP
|
SELL
|
- |
-10.2KClosed |
$807K - $902K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Verus Financial Partners, Inc.
|
BUY
|
CALL |
200New |
$15.8K - $17.7K
|
200
$23.5K
|
|
Nov 03, 2020
Q3 2020
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15KClosed |
$1.19M - $1.33M
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-4.43KClosed |
$351K - $393K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.21KClosed |
$95.5K - $107K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 1.86% |
$3.25K - $3.63K
|
2.17K
$255K
|
|
Oct 28, 2020
Q3 2020
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-6.83KClosed |
$541K - $605K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.57KNew |
$283K - $316K
|
3.57K
$419K
|
|
Oct 23, 2020
Q3 2020
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-14.9KClosed |
$1.18M - $1.32M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-177KClosed |
$14M - $15.6M
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Hall Laurie J Trustee
|
SELL
|
- |
-116Closed |
$9.19K - $10.3K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-254Closed |
$20.1K - $22.5K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-17.2KClosed |
$1.36M - $1.52M
|
0
$0
|
|
Oct 01, 2020
Q3 2020
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-28KClosed |
$2.22M - $2.48M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.64K+ 16.46% |
$201K - $243K
|
18.7K
$2.19M
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-23Closed |
$1.75K - $2.11K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Luminus Management LLC
Houston, TX |
SELL
|
- |
-53.1KClosed |
$4.04M - $4.88M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-175KClosed |
$13.3M - $16.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-10KClosed |
$764K - $923K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-776- 5.55% |
$59K - $71.3K
|
13.2K
$1.55M
|
|
Aug 14, 2020
Q2 2020
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-6.36KClosed |
$483K - $584K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Electron Capital Partners, LLC
New York, NY |
SELL
|
- |
-731KClosed |
$55.6M - $67.2M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-37KClosed |
$2.81M - $3.4M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-45.4KClosed |
$3.45M - $4.17M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-3.33KClosed |
$253K - $306K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-11.8KClosed |
$894K - $1.08M
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
G&S Capital LLC
|
SELL
|
- |
-335Closed |
$25.5K - $30.8K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Lincoln Capital Corp
|
SELL
|
- |
-1.46KClosed |
$111K - $134K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-89KClosed |
$6.77M - $8.18M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-188Closed |
$14.3K - $17.3K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-17.5KClosed |
$1.33M - $1.61M
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Manchester Financial Inc
|
SELL
|
- |
-61Closed |
$4.64K - $5.61K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.67KClosed |
$203K - $245K
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-7.97KClosed |
$606K - $733K
|
0
$0
|
|
Q1 2020 | |||||||
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$6.42K - $10.2K
|
100
$11.7K
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-36.1K- 53.32% |
$2.32M - $3.7M
|
31.6K
$3.71M
|
|
May 15, 2020
Q1 2020
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-8KClosed |
$513K - $819K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-8.8KClosed |
$565K - $901K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-59.6KClosed |
$3.82M - $6.1M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-8.14KClosed |
$522K - $834K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-18.6KClosed |
$1.19M - $1.9M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-261Closed |
$16.7K - $26.7K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-360Closed |
$23.1K - $36.9K
|
0
$0
|